Customer Service Rep II, Structured Settlements
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About the role
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Structured Settlements helps people make some of the most important decisions they're ever going to make. We help them respond to some of life's most difficult moments through the solutions and services we provide, and we help them plan and take action to protect the future they envision. With our customer-focused service, breadth of product expertise, deep distribution relationships - and world-class team of talented employees who are passionate about what they do. As a Customer Service Rep II, you will be responsible for providing personalized and professional service to participants of Structured Settlements. You'll do this by responding inquiries by annuitants. These inquiries my come in via mail, fax, or telephone and may require direct interaction with the annuitant / client and may require follow-up to missing information, providing guidance to annuitants by working closely with both internal and external counsel. You will work with a substantial degree of independence and need to exhibit good judgment and a thorough understanding of Structured Settlement procedures and philosophies. This is an opportunity to start and grow your career and make an immediate impact in a financial industry that provides its customers with financial security! Get your foot in the door within a growing division at Corebridge Financial, where the right candidates can accelerate and continue to grow.
Responsibilities
- Respond to customer phone calls via recorded lines
- Participate in monthly peer review to evaluate call quality
- Research, analyze, and respond to moderate customer service inquiries within acceptable standards
- Key data input for customer service requests within department quality guidelines
- Handle high-priority requests in a rapid, efficient, and accurate manner
- Respond positively to participant written correspondence, and or e-mail inquiries providing a high level of service and quality that exceeds customer expectation
- Provide necessary and appropriate assistance in completion of paperwork supporting a variety of benefit transactions, both phone and mail
- Process other participant change requests (address, EFT's, etc.) within the department standards
- Maintaining benefits to ensure payments are going to the payees correctly
- Coordinate duties and tasks by effective prioritization of responsibilities and time management.
- Coordinate duties and tasks by effective prioritization of responsibilities and time management.
- Challenge workflows & procedures and assist in making enhancement recommendations in support of "Exceptional Service".
Requirements
- Preferred 3 + years of insurance experience preferably with immediate or deferred annuity products.
- Attention to detail and accuracy.
- Excellent written and oral communication skills.
- Good problem solving and analytical skills.
- Strong customer service and team orientation.
- Ability to work independently with minimal supervision.
- Ability to multitask and handle high work volume with tight deadlines
- Proficient in Word, Excel, and Microsoft Windows.
- Some college preferred.
- Bilingual Spanish highly desirable.
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